Financial Analyst
Design/Financial Analyst- INSURANCE EXPERIENCE A MUST! This is an exciting role for someone who is deadline driven, likes a fast-paced environment, is organized and detail oriented, is intellectually curious and enjoys an entrepreneurial environment.
We have a team of talented professionals with a culture of excellence and an appreciation and respect for each other and the clients we serve.
Our offices are in the Denver Tech Center.
Responsibilities:
Supports the advisors by preparing client presentations, primarily in Excel, Adobe and PowerPoint in addition to written communication.
Understand, illustrate and present a spectrum of life insurance products available from major life insurance carriers.
Model alternatives for optimizing the performance of existing life insurance portfolios.
Communicate complex financial information in a clear and concise manner, either in writing or verbally.
Develops a client plan from initial financial data gathering through final sales presentation coordinating the progression of the plan with the underwriting, client service and advisors as necessary until completion.
Organizes and attends client meetings as necessary, either in person or a virtual meeting and coordinates materials for the meeting and prepares meeting notes.
Performs job functions in compliance with all company policies and federal/state rules and FINRA/SEC regulations as applicable to the position.
Assists with special projects, training and other miscellaneous duties as assigned.
Qualifications Bachelor's degree in Economics, Finance, Accounting, Mathematics or equivalent experience Minimum of five years of experience in the life insurance or securities industries Superior financial math aptitude with the ability to perform advanced financial analysis Advanced knowledge in Word, Excel, PowerPoint and Adobe.
Excellent verbal and written communication and advanced computer skills Excellent interpersonal skills and business etiquette Strong proficiency in technology, ability to learn new software and problem solve quickly High attention to detail and accuracy Ability to organize, prioritize and manage deadlines in a fast paced environment Strong follow through on projects and activities Health and Wellness
Benefits:
Medical Insurance, TeleHealth, On-site Medical Care, Health Savings Account (HSA) Dental Insurance, Employee Assistance Program (EAP), Company sponsored Life and Disability InsuranceCompensation
Benefits:
Competitive Pay, Opportunity for Bonus, 401k Program and Match, Tuition Reimbursement, Certification and License Sponsorship, Career Training and DevelopmentWork/Life Balance
Benefits:
Dress for your Day dress code, Hybrid Work Schedule, Paid Time off, Free Indoor Parking, Free Fitness Center in the building, Team Connect Social Events and Community Giving Events.
Career Growth
Benefits:
On the Job Training and Development, Tuition Reimbursement for industry related courses, Certification and License Sponsorship costs to achieve CLU, ChFC, ALU and LOMA designations.
LOCAL CANDIDATES ONLY! Initially on-site for training, comradery and chemistry.
IN OFFICE INITIALLY! Recommended Skills Accounting Adobe Business Etiquette Communication Curiosity Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
We have a team of talented professionals with a culture of excellence and an appreciation and respect for each other and the clients we serve.
Our offices are in the Denver Tech Center.
Responsibilities:
Supports the advisors by preparing client presentations, primarily in Excel, Adobe and PowerPoint in addition to written communication.
Understand, illustrate and present a spectrum of life insurance products available from major life insurance carriers.
Model alternatives for optimizing the performance of existing life insurance portfolios.
Communicate complex financial information in a clear and concise manner, either in writing or verbally.
Develops a client plan from initial financial data gathering through final sales presentation coordinating the progression of the plan with the underwriting, client service and advisors as necessary until completion.
Organizes and attends client meetings as necessary, either in person or a virtual meeting and coordinates materials for the meeting and prepares meeting notes.
Performs job functions in compliance with all company policies and federal/state rules and FINRA/SEC regulations as applicable to the position.
Assists with special projects, training and other miscellaneous duties as assigned.
Qualifications Bachelor's degree in Economics, Finance, Accounting, Mathematics or equivalent experience Minimum of five years of experience in the life insurance or securities industries Superior financial math aptitude with the ability to perform advanced financial analysis Advanced knowledge in Word, Excel, PowerPoint and Adobe.
Excellent verbal and written communication and advanced computer skills Excellent interpersonal skills and business etiquette Strong proficiency in technology, ability to learn new software and problem solve quickly High attention to detail and accuracy Ability to organize, prioritize and manage deadlines in a fast paced environment Strong follow through on projects and activities Health and Wellness
Benefits:
Medical Insurance, TeleHealth, On-site Medical Care, Health Savings Account (HSA) Dental Insurance, Employee Assistance Program (EAP), Company sponsored Life and Disability InsuranceCompensation
Benefits:
Competitive Pay, Opportunity for Bonus, 401k Program and Match, Tuition Reimbursement, Certification and License Sponsorship, Career Training and DevelopmentWork/Life Balance
Benefits:
Dress for your Day dress code, Hybrid Work Schedule, Paid Time off, Free Indoor Parking, Free Fitness Center in the building, Team Connect Social Events and Community Giving Events.
Career Growth
Benefits:
On the Job Training and Development, Tuition Reimbursement for industry related courses, Certification and License Sponsorship costs to achieve CLU, ChFC, ALU and LOMA designations.
LOCAL CANDIDATES ONLY! Initially on-site for training, comradery and chemistry.
IN OFFICE INITIALLY! Recommended Skills Accounting Adobe Business Etiquette Communication Curiosity Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
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